1. Replace “How did you hear about us?” with a journey record
A remembered answer is often too broad to guide a managing partner. Bosseo’s public Lead Attribution page describes a record containing the channel, referrer, landing page, device, session detail and attached intake answers. It also describes calls joining the same journey. That distinction matters for Cynthiana work because a person seeking a lawyer in Harrison County may visit more than once or use more than one response path before contacting the firm. The city’s municipal boundary and county relationship should be represented accurately in your reporting; neither should be treated as proof that a particular service page or channel is generating inquiries.
Recommended approach
Review whether your current intake record preserves the originating page and channel alongside the person’s case type and qualification answers. Ask Bosseo to demonstrate how a Cynthiana-related visit, a later return visit and a phone call would appear without relying on the caller’s memory.
